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博茨瓦纳诚邀中企共拓非洲市场 与多家中企达成合作协议
Zhong Guo Xin Wen Wang· 2025-06-15 02:06
据了解,博茨瓦纳还在水务工程、城市人居建设等领域存在广阔需求,期待引入中国技术与管理经验, 提升当地基础设施建设水平。 当日,多家中企与博茨瓦纳国家商会签署合作协议,携手进行新能源开发、农业技术合作、商贸对接。 "我们将持续推动两地在经贸、投资等领域的深度合作,共谱中非合作新篇章。"常德市商务局局长林红 华表示。(完) (文章来源:中国新闻网) 中新网长沙6月15日电 作为第四届中非经贸博览会的系列活动之一,博茨瓦纳商务推介暨 G to B高端圆 桌会14日在长沙举行,旨在为中国企业搭建与博茨瓦纳的对话平台。 博茨瓦纳国家商会亚洲区域总监及中国首席代表南庚戌致辞表示,此次会议是连接中国与博茨瓦纳、中 国企业与非洲市场的合作之桥。博茨瓦纳与非洲市场处于快速发展阶段,制造业、数字科技、医疗健康 等领域发展潜力巨大。中国企业在制造体系、供应链等方面的优势,恰是博茨瓦纳发展所需。 博茨瓦纳国家商会主席恩瓦科·尼奥在欢迎辞中强调,博茨瓦纳政治稳定、资源丰富、营商环境优良, 已吸引中国、印度等国家的企业在光伏组件、农机装配等领域投资设厂。"哈博罗内轻工业园诚邀中企 入驻,共同开拓非洲市场。" 常德市人民政府副市长黄旭峰在 ...
LEAPMOTOR(09863) - 2025 Q1 - Earnings Call Transcript
2025-05-19 12:00
Financial Data and Key Metrics Changes - In Q1 2025, the company's revenue reached RMB 12 billion, representing an annual increase of approximately 187% [5] - The gross profit margin in Q1 was 14.9%, up from 13.3% in Q4 2024, attributed to increased sales and an optimized portfolio [5][17] - The net loss for Q1 was about RMB 130 million, a significant reduction from approximately RMB 1 billion in the previous year [6] - The company reported RMB 25.7 billion in cash reserves, indicating strong capital availability [6] Business Line Data and Key Metrics Changes - The delivery volume of C cars in Q1 reached about 60,000 units, contributing to a total of 700,000 units delivered [6] - The newly released Dayton model achieved sales of 18,000 units shortly after its launch [7] - R&D expenses increased to RMB 800 million, reflecting a 52% year-on-year rise due to greater investment in labor and R&D costs [18] Market Data and Key Metrics Changes - The company plans to expand its retail presence, targeting over 1,000 stores, with 800 stores already established in Q1 [59] - The company aims to penetrate second-tier cities, expecting to add over 80 cities of second level or below [11] Company Strategy and Development Direction - The company is focused on enhancing investments in smart driving technology, with anticipated investments exceeding RMB 1 billion [11] - Strategic cooperation with Stellantis aims to localize assembly and manufacturing in Malaysia and Europe by the end of 2025 [15] - The company emphasizes technological innovation and social responsibility, having received an ISG International certificate for its environmental, social, and governance performance [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining robust sales in Q2, expecting sales to reach between 130,000 to 140,000 units [25] - The company aims for annual sales targets of 500,000 to 600,000 units, with a gross profit margin close to 10% [26] - Management acknowledged potential slight declines in gross profit margin in Q2 due to the launch of new models but remains optimistic about achieving annual objectives [24][26] Other Important Information - The company has expanded its overseas operations, ranking top in export volume among competitors [14] - The integration of Qualcomm chips into the company's architecture has enhanced its product offerings and competitiveness [10][9] Q&A Session Summary Question: What are the expectations for gross profit margin in Q2? - Management indicated that while Q1 performance was robust, a slight decline in gross profit margin is expected in Q2 due to new model launches [24][21] Question: What is the percentage of revenue from strategic cooperation? - Specific data on revenue from strategic cooperation was not disclosed, but management noted that gross profit margins for complete vehicles in Q1 were similar to those in 2024 [27][28] Question: How will the company handle tariffs in overseas markets? - The company plans to follow market-based pricing strategies and prioritize market share over immediate profits in the early stages of international expansion [46][47] Question: What is the target for channel stores? - The company aims to exceed 1,000 stores, with a focus on ensuring dealer profitability and quality in channel development [59][60] Question: How does the company plan to address battery supply pressures? - Management stated that battery supply issues are expected to be resolved by May, ensuring sufficient supply for production [62]
难为老黄了
信息平权· 2025-04-17 15:01
一边要求他把精细化操作要求极高的服务器组装从亚洲搬到美国... 一边想让他跨越技术和法律管制的障碍,顶着被XX委员会调查的帽子,把GPU从美国搬到中国... 都是不可能完成的任务。 但老黄卸下皮衣,身着同一身西装,在两边同时立下了承诺:海湖庄园留下 了5000亿大饼,北京表示将"不遗余力"继续阉割 台积电,今天整场电话会能听出CC Wei的无奈。钱也投了,厂也建了,IP都想让我转让,到底要我zen 样?(这里不是TW腔) 我们的商飞,不仅要补上波音的缺口,还要卖到东南亚 用昨天新加坡总理的话说: 我们正见证全球经济不再作为一个整体系统,而是日益分裂为以U和C为中 心的两大生态系统。 但好的一点是,美国自己把自己的小院高墙拆了,给所有人包括盟友都竖起了围栏。而我们恰好可以借 此与各国重新谈贸易互惠,重新建立新一套供应链生态系统。虽然这条路很难,但看起来不得不走 Local for local,就是现在这个疯癫的世界 因此中国本地化制造GPU,当个玩笑看看。但万一就实现了呢?毕竟Amigo正在满头大汗手搓GB200... (完) 我们在慢慢组建微信群,更时效性的内容会实时推送到微信群(比如今天的老黄消息、台积电业 ...